Job Summary: The Research Analyst will conduct in-depth investment research, portfolio analysis, data compilation, and report preparation to support our local portfolio managers. You will work as part of a specialized team that manages portfolios on a discretionary basis and assists advisors with investment planning, prospective client presentations, portfolio implementation, and ongoing portfolio monitoring. The ideal candidate is a detail-orientated self-starter who thrives working as part of a professional team. A dedication to performing operational tasks with precision and addressing internal or client needs with a technically accurate and concierge-like approach is vital to the success of this position.

Essential Duties and Responsibilities:

• Performs fund- and security-level fundamental analysis within equities, fixed income, alternatives, and other asset classes to determine suitability for client portfolios

• Analyzes macro- and microeconomic data that drives the construction of asset allocation models

• Performs data compilation and generates research reports for investment team use

• Assists in reviewing client portfolios, producing customized portfolio reports, and providing asset allocation recommendations

• Assists in identifying and preparing trades in client accounts for rebalancing, tax loss harvesting, investing cash, and raising cash for distributions

• Provides client service functions

Skills:

• Strong verbal and written communication skills

• Excellent organizational skills

• Conducts himself/herself with integrity in a responsible, professional manner and appearance

Required Education and Experience:

• Bachelor’s degree in a finance-related field preferred

• 0 - 3 years experience in the financial services industry

• Advanced proficiency in Microsoft Excel and PowerPoint; proficiency with financial data platforms (e.g., Bloomberg)

• Series 65, Chartered Financial Analyst® (CFA®) charterholder and/or CFP® certificate (or willingness to pursue)

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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